finexa =
Your Business Need
Strong domain expertise
State-of-the-art technology

Why finexa

The Demanding Customer The customers are looking for the same old things i.e. financial stability, prosperity and protection. But today’s investor is more educated, tech savvy, less risk averse and definitely more... Read More
Strong Regulatory Push The past decade especially after the 2008 financial crisis has been characterized by strong regulatory reforms in the financial services space not just in India but across the... Read More
Efficacy of Conventional Distribution Model With reduction in brokerages and increasing demands from consumer and regulator, the efficacy of conventional distribution model is increasingly... Read More
The New Age Financial Advisors The emergence of today’s demanding customer has given rise to a new breed of aspiring, professional and tech savvy financial... Read More
finexa: A complete business solution

Finexa combines the best of financial domain expertise with cutting-edge technology to deliver a complete business solution tailor-made for your business requirements. So as an Individual Advisor looking to transform the business or a Large Scale Enterprise looking to overhaul its legacy systems and bringing everything together, Finexa provides complete a business solution! Finexa =

Our best-in-class You’ll be happy to see our Awesome Features

Finexa is an integrated financial technology platform for advisors, financial professionals and enterprises for offering end-to-end financial advisory solutions to

Deep Domain Expertise

Finexa leverages and benchmarks the best advisory practices from across the globe to enable Advisors provide professional, consistent and customized advice to their... Read More

Planning Modules Features

Budget Management . Goal Planning . Portfoilio Management . Financial Planning . Insurance Planning . Read more


Cutting edge Technology Platform

Finexa deploys a robust and state-of- the-art technology platform with core focus on bringing highly scalable, secure, user-friendly, device agnostic and intelligent platform for... Read More

A Complete Business Solution

Finexa is tailor made to cater to you ever growing & diverse business needs. So be it a new age Robo- Advisor or a conventional distribution business, an Individual... Read More

A Quick Glance

Product Screenshots